Making Questions Required or Optional within a Form

Sarah Paterson -

When setting up your form, you will want to decide which questions in your form will be required to the user and which will be optional. When your users are filling out the form, they will be unable to proceed to the next page or complete the form until all required questions have been filled in. 

By default all questions in your form will be marked as Optional. 

Marking a question as Required

  1. Go into your Form Builder
  2. Select the question you wish to make required
  3. On the left side of the screen click the +Options dropdown
  4. Unselect Optional
  5. Be sure to Save your form to ensure the changes are made

Marking a Grid, Natrix, or 3D Matrix Variable as Required

Within a Grid, Natrix, or 3D Matrix Variables you can select to make only certain rows Required. 

  1. Go into your Form Builder
  2. Select the question
  3. On the left side of the screen click on the Variable you wish to make required 
  4. Unselect Optional
  5. Be sure to Save your form to ensure the changes are made

If you wish the entire question to be Required you will need to select each Variable in the question to be Required, you can also using the Bulk Instructions below, but instead of clicking and dragging, simply right click the question to see the dropdown.

Note: Columns can not be made optional or required, only rows. 

Marking Questions as Required in Bulk

In some cases you may wish to make all or multiple questions on your page required. Instead of manually going through each question you can make this change to multiple questions at the same time. 

  1. Go to your form builder
  2. Click on the Form and drag your mouse across the page in order to select multiple questions at once
  3. Right Click on the page and select Mark selected (#) as required
  4. Be sure to Save your form to ensure the changes are made

Marking Questions as Optional

In reverse you can make required questions Optional by following the same steps above but Selecting Optional, or Mark selected (#) as optional

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.